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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,166,726 | $202,345+476.6% | $172,755+575.4% | $152,885+663.1% |
| Participation rate | 6.3% | 87.1%-80.8pp | 82.6%-76.4pp | 82.5%-76.2pp |
| Annual return | 41.68% | 1029.77%-988.1pp | 802.94%-761.3pp | 345.39%-303.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6 | $17,111-100.0% | $13,955-100.0% | $11,598-99.9% |